Business Development is crucial to the health of CPA firms and an important factor in the track to partnership for individuals. While Business Development can be an intimidating topic, learning the proper fundamentals and a framework are the keys to success and will simplify your growth strategy. The goal of the PLANT the Seed: Business Development Master Class is to educate you on each step in the process and leave with a tangible plan for implementation.
The Master Class program is a six month program that begins with a two-day course providing a clear framework for building your business development process and funnel. This includes hands-on training regarding each step in the process from finding your ideal client to how to close the business. Following the two-day training, there will be six additional one hour web-based monthly training sessions to dive deeper into some of the more complicated topics to ensure success of the program.
In addition to the group training sessions, 1-1 coaching sessions are available as an add-on in the Premium and Elite packages to take your success to the next level. These sessions will be solely focused on your individual business development goals and execution.
Master Class topics include:
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